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Customizing CRM Menus: A Guide to Custom Menu Links

Custom Menu Links enable agencies to personalize the CRM navigation menu for sub-accounts and agency users. These links can direct users to external resources, training materials, or frequently used tools, improving workflow efficiency and enhancing the user experience within the CRM platform.

Custom Menu Links can be configured in three ways:

  • Embedded Page (iFrame): Displays the external page within the CRM while maintaining the navigation structure.
  • New Browser Tab: Opens the link in a separate browser tab, keeping the CRM open in the background.
  • Current Browser Tab: Replaces the current CRM screen with the linked content, directing users outside the platform.

Custom Menu Links offer several advantages:

  • Streamlined Navigation: Centralized access to frequently used external tools reduces time spent switching between platforms.
  • Increased Productivity: Users can quickly access essential resources without leaving the CRM interface.
  • Better Training & Support Access: Agencies can provide direct links to help documentation, knowledge bases, or customer support portals.
  • Seamless Third-Party Integrations: Embed external dashboards, affiliate portals, or reporting tools directly within the platform.

Only Agency Admins can create and manage Custom Menu Links. To adjust permissions, navigate to Settings > Team, select the team member, and ensure the "Manage Custom Menu Links" permission is enabled.

Follow these steps to create a new Custom Menu Link:

Step 1: Navigate to Settings

Go to Settings > Custom Menu Links in the left-hand menu and click the Create New button at the top right.

Step 2: Fill in the Details

Provide the required information:

  • Link Icon: Click to select an icon.
  • Link Title: Enter the name of the menu link.
  • URL: Provide the external URL, which must begin with http:// or https://. You can use Location values and Custom Values (these work only on the Location sidebar when inside an account). Example: http://url.com/{{location.id}}?value={{custom_values.my_value}}

Important: Ensure the destination page allows embedding if using the Embedded Page (iFrame) option.

Step 3: Choose the Opening Method

Select how the link opens:

  • Open in an Embedded Page (iFrame): Displays content within the CRM dashboard.
  • Open in a New Browser Tab: Opens the link in a separate tab.
  • Open in the Current Tab: Redirects the current CRM tab to the linked URL.

Step 4: Set Sidebar Preference and Role-Based Visibility

Define where the link appears and who can access it:

  • Sidebar Preference: Choose Agency sidebar, Sub-Account sidebar, or both. For Sub-Account, select specific sub-accounts.
  • Role-Based Visibility: Control which roles see the link: All, User, or Admin.

You can dynamically insert user and location data into the URL. For example: https://test.com/test?fname={{user.first_name}}&lname={{user.last_name}}&location_id={{location.id}}&custom_value_example={{custom_values.example_field_name}}

Supported parameters include:

  • user.first_name, user.last_name, user.name, user.phone, user.email
  • location.id, location.name, location.city, location.state, location.country, location.address, location.email, location.phone, location.postal_code, location.full_address, location.website, location.logo_url
  • location_owner.first_name, location_owner.last_name, location_owner.email
  • custom_values.{CUSTOM_VALUE_NAME}

To modify or remove an existing Custom Menu Link, navigate to Settings > Custom Menu Links, find the desired link, and click the Edit (pencil icon).

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